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Institutional Research

Institutional Research

D.A. Davidson's Institutional Research Department provides insightful analysis and actionable research recommendations on companies within selected industries for leading institutional clients throughout North America.

Investment Oriented Research. Our primary mission is to provide our investing clients timely and appropriate investment ideas, supported by thorough analysis. These recommendations and communications are provided through written research reports and ongoing direct contact. Additionally, D.A. Davidson's regular conferences, tours and other events provide our clients with unique insights into company fundamentals and industry trends.

Selected Focus. Our research is focused on companies within selected industries, where we have been able to create an analytical advantage. These advantages can include proximity, industry expertise, and/or experience. We view our industry expertise as a significant competitive advantage. Through insight and perspective we can provide timely analysis of trends, the ability to compare and contrast companies, and develop early insights. Our focus industries include:

Capital Goods & Industrials

Infrastructure

Aerospace & Defense

Construction Products

Transportation Equipment

Engineering & Construction

 

Utilities

   

Basic Materials

Financial Services

Building Materials

Banks & Thrifts

Metals

Financial Technology

Paper & Forest Products

Specialty Finance

   

Technology

Consumer

Advanced Materials - Tech & Cleantech

Active Lifestyle

Communications Technologies

Food & Beverage

Internet Services

Healthcare

Semiconductor Capital Equipment

Recreation & Leisure

Software

Restaurants

Telecommunications

 

Experience and Expertise. Our team of Research Analysts has extensive investment experience averaging over 10 years. These analysts have received numerous awards and commendations, including rankings by the Wall Street Journal's survey of Best on the Street, Institutional Investor's All American and Home-Run Hitters, Forbes.com, Reuters' survey of Best on the Street, and StarMine.

Highest Ethical Standards. Our strict adherence to a rigid code of practice places our investing clients' interests above all else.